This fund is ideal for investors looking for a low- to medium-risk actively managed income solution that provides a high income return, together with moderate capital growth. The recommended investment horizon is one to three years.
This fund aims to provide moderate capital growth and maximise total returns over a rolling 36-month period, while protecting capital and reducing volatility over the medium term.
South African - Multi Asset - Income
STeFI Composite Index measured over a rolling 36-month period
David Knee & Roshen Harry
01 July 2009
Investor Class (A): R10 000
Tax-Free Class (T): R10 000
Investor Class (A): R500 pm
Tax-Free Class (T): R500 pm
No initial fees charged
Investor Class (A): 0.75%
Tax-Free Class (T): 0.60%
Additional underlying foreign fund fees are dependent on the fund and are included in the TER
This fund is actively managed to protect capital and reduce volatility, investing in a flexible mix of high-yielding securities across asset classes, with intended maximum limits of: Cash: No limit; Bonds: No limit; Equity: 10%; Listed Property: 25%; Offshore: 20%; Africa: 5% (excl. SA).
Find out with our Past Performance ToolPAST PERFORMANCE TOOL
Our Fund Picker will help you find the fund that best matches your investment goals.Fund Picker